IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.6M
3
+$2.31M
4
BABA icon
Alibaba
BABA
+$2.06M
5
TNL icon
Travel + Leisure Co
TNL
+$1.71M

Top Sells

1
+$5.18M
2
+$4.02M
3
+$4.01M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$3.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M

Sector Composition

1 Financials 23.2%
2 Technology 19.04%
3 Industrials 15.58%
4 Communication Services 15.44%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,348
152
– –
-3,353
153
– –
-68,023
154
– –
-3,579
3 4 5 6
7